Integrative Financial Strategies("IFS") is a private registered investment adviser in California. Our corporate offices are located in Alamo, California.
Information is gathered from a number of sources that may include the following:
Information provided by you on account applications and other standard forms. This information includes, but is not limited to, your name, address, and telephone number, and Social Security number, date of birth, annual income, employment status, and citizenship.
Information about your IFS transactions, including information obtained through those companies that work closely with us to provide you with diverse financial products and services. This information may include account balances, trading activity, loan amount, and payment history.
Medical information, if relevant to your product or service, may also be obtained through third-party reports.
Information obtained when verifying the information you provide on applications or other forms (such as from current and past employers or other institutions where you conduct financial transactions).
PARTIES TO WHOM WE MAY DISCLOSE INFORMATION
We do not share customer information with outside companies for the purpose of selling their products and services to you.
Any information that we, or our affiliates, obtain from you is used only to help you acquire the investment, advisory, or insurance products that you desire from the companies you choose through our representatives. The personal nonpublic information obtained in this process will only be provided to non-affiliated companies who custody your assets, prepare statements and transaction confirmations for your account, or provide credit reporting information.
In certain instances, IFS will disclose nonpublic personal information when permitted or required by law. Parties that may receive this information include government/regulatory organizations such as the Federal Bureau of Investigation (FBI), Internal Revenue Service (IRS), and National Association of Securities Dealers (NASD) and to other parties under court order or subpoena. We are also permitted to make disclosures to third parties per your request, direction, or authorization
Medical/Non-Medical information may be provided to insurance companies and agencies in order to underwrite or shop policies for reduced policy costs. This information is only released with your permission.
CONFIDENTIALITY & SECURITY
We maintain internal standards and procedures to protect your information and prevent its dissemination to unaffiliated individuals and entities. We restrict access to nonpublic personal information about you to those employees, registered representatives or agents, and other parties who must use that information to provide products and services to you. We have physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your nonpublic personal information.
IFS may update this policy. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary mailing address on file for your account or by placing a prominent notice on our site.
We reserve the right to send you certain communications relating to your IFS service, such as service announcements, administrative messages and Newsletters, that are considered part of your IFS account, without offering you the opportunity to opt-out of receiving them.